Dark Horse Wealth LLC fees and pricing

Financial planner in Cazenovia, New York. Registered with the SEC.

According to its Form ADV Part 2A brochure dated March 27, 2026, Dark Horse Wealth LLC charges $150 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 27, 2026. Fees can change, so confirm with the firm before you hire them.

Payment and refund terms, quoted from the fee section of the brochure.

“Fees are paid quarterly in advance, and clients may terminate their contracts with three days’ written notice.”
“Refunds are given on a prorated basis, based on the number of days remaining in a quarter at the point of termination.”
“Fees that are collected in advance will be refunded based on the prorated amount of work completed up to the day of termination within the quarter terminated.”

Its hourly rate of $150 is below the New York median of $300. 3% of the 301 other New York planners that publish an hourly rate charge less.

Solo practice: one person runs the firm, so you work directly with the planner.
Registered as an adviser: 2025.

How the firm is paid: Hourly fees, percentage of assets under management
Charges a % of assets: Yes
Highest asset based fee in brochure: 1.2% a year
Minimum: No minimum stated in brochure
Clients: 94
Employees: 1
Works with: Individuals, high net worth individuals, and businesses
Services reported to regulators: Financial planning, portfolio management for individuals and small businesses, and pension consulting
Assets managed: $36,628,571
Registered with: U.S. Securities and Exchange Commission
Disciplinary disclosures: None reported
SEC CRD number: 159999
Website: darkhorsewealth.com (opens in new tab)
Phone: (315) 559-2834

Can advise clients in 2 states: New York, Texas

Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.